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Wells Fargo

2,257 hedge funds and large institutions have $153B invested in Wells Fargo in 2024 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 791 increasing their positions, 912 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 107

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

3% more funds holding

Funds holding: 2,2012,257 (+56)

0.96% less ownership

Funds ownership: 74.75%73.79% (-0.96%)

1% less capital invested

Capital invested by funds: $155B → $153B (-$2.09B)

11% less call options, than puts

Call options by funds: $3.2B | Put options by funds: $3.6B

13% less repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 912

Holders
2,257
Holders Change
+56
Holders Change %
+2.54%
% of All Funds
32.59%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
197
Increased
791
Reduced
912
Closed
107
Calls
$3.2B
Puts
$3.6B
Net Calls
-$397M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1776
AXQ Capital
New Jersey
$285K +$283K +4,799 New
RA
1777
Rational Advisors
New York
$285K +$178K +3,023 +170%
KFC
1778
Klingenstein Fields & Co
New York
$284K +$118 +2 +0%
HKIM
1779
Hayek Kallen Investment Management
Alabama
$283K
CWA
1780
Cornerstone Wealth Advisors
Minnesota
$283K -$11.2K -190 -4%
MCA
1781
Millennium Capital Advisors
Arkansas
$282K
GJWM
1782
Gilliland Jeter Wealth Management
Arkansas
$282K
MSA
1783
Marino Stram & Associates
Massachusetts
$281K -$13.8K -233 -5%
HWA
1784
Heartwood Wealth Advisors
Virginia
$280K +$72.9K +1,235 +35%
TWA
1785
Talisman Wealth Advisors
New Jersey
$280K +$2.95K +50 +1%
ORC
1786
O'Rourke & Company
Massachusetts
$280K +$177 +3 +0.1%
RWA
1787
Redhawk Wealth Advisors
Minnesota
$280K -$31.3K -530 -10%
BCM
1788
Buckhead Capital Management
Georgia
$278K +$13.3K +225 +5%
CSC
1789
Caldwell Sutter Capital
California
$278K -$23.3K -394 -8%
FCAS
1790
First Command Advisory Services
Texas
$278K -$4.49K -76 -2%
AMBIA
1791
Allen Mooney & Barnes Investment Advisors
Georgia
$278K +$6.32K +107 +2%
AIA
1792
Alternative Investment Advisors
Florida
$276K -$23.6K -399 -8%
GKIM
1793
GW&K Investment Management
Massachusetts
$276K -$103K -1,738 -27%
OWA
1794
Octavia Wealth Advisors
Ohio
$276K +$4.19K +71 +2%
CPWA
1795
Cerro Pacific Wealth Advisors
California
$276K +$274K +4,642 New
CTI
1796
Community Trust & Investment
Kentucky
$274K
SI
1797
Saxon Interests
Texas
$273K -$19.7K -333 -7%
FWTB
1798
First Western Trust Bank
Colorado
$273K +$14K +237 +5%
HIIFS
1799
Harel Insurance Investments & Financial Services
Israel
$272K +$269K +4,562 +2,577%
EP
1800
Edgestream Partners
New Jersey
$272K +$270K +4,578 New

WFC Hedge Fund Activity: Q2 2024 in Review

2,257 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2024, worth a combined $153B — down 1.3% from $155B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new WFC positions and 107 closed out — a net gain of 90 holders — while 791 added to existing stakes and 912 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $688M. The largest seller was Sanders Capital, cutting an estimated $1.47B.

  • 2,257 institutional investors held Wells Fargo (WFC) as of Q2 2024, up from 2,201 in Q1 2024.
  • Funds reported $153B of Wells Fargo stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 197 funds opened new Wells Fargo positions in Q2 2024 and 107 closed out, a net change of +90 holders.
  • The largest Wells Fargo buyer in Q2 2024 was Wellington Management Group, an estimated $688M added.
  • The largest Wells Fargo seller in Q2 2024 was Sanders Capital, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2024.